Document requests
Document request software that ends the email chase
CPArelay is document request software built for CPA firms: turn every ask into a trackable request, collect uploads through the client portal, and see exactly what is still missing — for every client, all tax season.
Free trial · no credit card required
Requests stay tied to the engagement — not scattered across threads, drives, and someone's memory.
Trackable by design
Every request has a status, not a thread
Ask for W-2s, 1099s, K-1s, bank statements, payroll reports, and signed forms as client-visible to-dos. Clients upload straight into the request through the client portal, and your team sees received, waiting, or overdue at a glance — a tax season document request tracker that replaces the spreadsheet.
- Request uploads item by item, tied to the right client and project.
- See what is complete, waiting on the client, or overdue.
- Send reminders without rewriting the same email.
- Keep client-visible requests separate from firm-only work.
Checklist templates
Build the request list once, reuse it every year
Turn your standard document requests into checklist templates — a 1040 request list, a business return checklist, a payroll onboarding list. Add a template to a project and CPArelay creates a fresh set of to-dos for that client.
- Templates for individual returns, business returns, bookkeeping, and more.
- Add a template to any engagement in one step.
- Roll engagements forward each year without carrying over old files.
Tax season, in view
Tax document collection you can actually see across the firm
During busy season the question is never one client — it is who, across every engagement, still owes the firm something. CPArelay surfaces overdue requests firm-wide so your team starts the day with the follow-ups that matter.
Overdue in one place
See overdue client requests across all engagements, not by opening projects one at a time.
Reminders, not rewrites
Nudge clients on outstanding items without composing the same follow-up email again and again.
Files that stay put
Uploads attach to the right client and project, so nobody hunts through email attachments in April.
After the documents arrive
Requests are the start of the workflow, not the whole job
Once the documents are in, the same workspace handles approvals, signatures, invoicing, and payment — with the client looped in through the portal.
Make document collection the easy part of tax season
Send trackable request lists, collect uploads in one place, and always know what is still missing — without another spreadsheet.
Free trial · no credit card required